Investment Trusts and Platforms

Platforms are providing better access to investment trusts (ITs) but there are a number of things advisers need to consider such as pricing, costs, choice and timing.

Join moderator Brian Tora, J.P. Morgan’s James Saunders Watson, and a panel of experts from The Platforum, Winterflood and Novia, as they consider:
- How buying through different platforms compares
- Where the best places to buy may be
- How ITs can fit in to asset allocation model portfolios
- How platforms can help the selection process of ITs

Get an update from Stephanie Flanders, chief market strategist UK and Europe, as she provides a timely and interactive market update in her upcoming Quarterly Market Insights webconference.

Held immediately after quarter-end, Stephanie explores the key trends and themes that have been shaping global markets, and outlines the conversations you need to be having with clients in the months ahead.

This call will qualify you for 45 minutes of Structured CPD accredited by the Chartered Insurance Institute (CII) and the Chartered Institute for Securities and Investment (CISI).

Hear from Stephanie Flanders, chief market strategist UK and Europe, as she provides a timely and interactive market update in her upcoming Quarterly Market Insights webconference.

Held immediately after quarter-end, Stephanie explores the key trends and themes that have been shaping global markets, and outlines the conversations you need to be having with clients in the months ahead.

This call will qualify you for 45 minutes of Structured CPD accredited by the Chartered Insurance Institute (CII) and the Chartered Institute for Securities and Investment (CISI).

Hear from Stephanie Flanders, chief market strategist UK and Europe, as she provides a timely and interactive market update in her upcoming Quarterly Market Insights webconference.

Held immediately after quarter-end, Stephanie explores the key trends and themes that have been shaping global markets, and outlines the conversations you need to be having with clients in the months ahead.

This call will qualify you for 45 minutes of Structured CPD accredited by the Chartered Insurance Institute (CII) and the Chartered Institute for Securities and Investment (CISI).

From April, investors who used to have to buy annuities may instead be well served by multi-asset income funds. They are easy to understand, accessible and come without the complex and expensive guarantees attached to annuities.

Hear Nicola Rawlinson, client portfolio manager, as she discusses how the JPM Multi-Asset Income Fund aims to produce a regular, attractive level of income, by continually investigating new and alternative sources of income globally.
Please note that questions can be submitted during the webconference.

If you prefer to listen to over the phone please use the appropriate dial in details below. Please note that questions can only be submitted via the online web conference.
Password: 38585
+44 (0)20 3003 2666
0808 109 0700 (UK Toll free)

Join JPM US Equity Income Fund Client Portfolio Manager, Fiona Harris, as she discusses the how fund’s focus on high quality companies with sustainable dividend yields can provide an ideal way for your clients to share in the attractive long-term returns from the US stock market.

If you prefer to listen to over the phone please use the appropriate dial in details below. Please note that questions can only be submitted via the online web conference.
Password: 38584
+44 (0)20 3003 2666
0808 109 0700 (UK Toll free)

Please join Bill Eigen, portfolio manager for the J.P. Morgan Income Opportunity Strategy for a review of the strategy over the prior month, current positioning and his outlook for the months ahead.

The JPMorgan Investment Funds - Income Opportunity Fund is an absolute return fixed income Fund, focusing on delivering the traditional characteristics of fixed income: Capital preservation, low correlation, and a reasonable risk adjusted return. It employs nontraditional techniques and instruments and draws on a variety of uncorrelated sources across the fixed income spectrum to aim for these characteristics even when the broad fixed income markets may struggle.

Don't miss this opportunity to hear from Bill and put forward your questions.

Featured Fund: JPMorgan Investment Funds - Income Opportunity Fund

If you prefer to listen over the telephone please use the appropriate dial in details from the numbers below.

Japan continues to show signs of improvement both from a micro and macro perspective. Improving corporate governance, healthy earnings growth and stable political leadership are major factors helping Japan to move forward.

Finding the companies that will do well, is best achieved through an on-the-ground presence. Hear portfolio manager Nicholas Weindling, based in Tokyo, discuss the outlook for Japan in 2015, our portfolio positioning and why the JPM Japan Fund and JPM Japanese Investment Trust are attractive choices for investors looking to fully capitalize on Japan’s economic revival.

George Iwanicki, our dedicated Emerging Market (EM) Equity Strategist, will host his regular EM Strategy webconference which draws heavily on the discussions we have in the EM Equity Team in weekly macro calls, monthly asset allocation meetings and the output of proprietary top down models. The presentation will cover both the strategic, long-term asset allocation opportunities as well as key ideas from our tactical models.

If you prefer to listen over the telephone please use the appropriate dial in details from the numbers below.

Start 2015 with an update from Stephanie Flanders, chief market strategist UK and Europe, as she provides a timely and interactive market update in her upcoming Quarterly Market Insights webconference.

Held immediately after quarter-end, Stephanie explores the key trends and themes that have been shaping global markets, and outlines the conversations you need to be having with clients in the months ahead.

This call will qualify you for 45 minutes of Structured CPD accredited by the Chartered Insurance Institute (CII) and the Chartered Institute for Securities and Investment (CISI).

Please join Bill Eigen, portfolio manager for the J.P. Morgan Income Opportunity Strategy for a review of the strategy over the prior month, current positioning and his outlook for the months ahead.

The J.P. Morgan Income Opportunity Strategy offers an absolute-return oriented, dynamic approach to fixed income investing. With the flexibility to take opportunistic positions in the global fixed income markets, the strategy seeks to produce positive returns in excess of a cash benchmark in diverse market environments.

Don't miss this opportunity to hear from Bill and put forward your questions.

Featured Fund: JPMorgan Investment Funds - Income Opportunity Fund

If you prefer to listen over the telephone please use the appropriate dial in details from the numbers below.

Hear Neil Gregson, manager of the JPM Natural Resources Fund, as he discusses how the fund is position to benefit from a diversified exposure to the commodities sector.

If you prefer to listen to over the phone please use the appropriate dial in details below. Please note that questions can only be submitted via the online web conference.
Password: 35205
+44 (0)20 3003 2666
0808 109 0700 (UK Toll free)

Hear Iain Stealey, portfolio manager of the JPM Strategic Bond Fund, as he discusses how your clients can take advantage of the most compelling opportunities from across the global fixed income spectrum while minimising risk.

This call will qualify you for 30 minutes of Structured CPD, accredited by the Charted Insurance Institute (CII).

If you prefer to listen to over the phone please use the appropriate dial in details below. Please note that questions can only be submitted via the online web conference:

The European corporate sector is well placed at the moment to benefit from a recovery in regional growth, having cut costs and reduced debts to survive the financial crisis. Any pick-up in economic momentum could therefore provide a material boost to eurozone corporate profits.

Hear John Baker, Portfolio Manager at J.P. Morgan Asset Management, as he discusses the portfolio positioning and how the JPM Europe Dynamic (ex-UK) Fund provides access to our best investment opportunities across European equity markets.

If you prefer to listen to over the phone please use the appropriate dial in details below. Please note that questions can only be submitted via the online web conference:

Stephen Macklow-Smith, portfolio manage in the European Equity Team, and David Stubbs, global market strategist

Health check results – the conclusion of the Comprehensive Review – the catalyst for European growth.

Stephen Macklow-Smith and global market strategist David Stubbs will discuss the results of Europe’s most comprehensive review of its region’s banks. Our long term view is that the conclusion of the ECB’s Asset Quality Review and stress tests are vital to re-establishing the extension of credit in the Eurozone which in turn is key to ongoing growth across the region. With results due on 26 October we will examine the implications for European growth and the likely impact on markets.

If you prefer to listen over the telephone please use the appropriate dial in details from the numbers below.

Many people rely on their savings to provide an income, whether to pay school fees or to help cover the bills. But today’s low yield environment means your clients may be finding it hard to meet their everyday income needs.

Hear Hannah Sparrow, JPM Multi-Asset Income Fund client portfolio manager, as she discusses how the fund pieces together a diverse range of over 1,500 securities in over 50 countries, and has achieved income as well as growth over the long term.

If you prefer to listen to over the phone please use the appropriate dial in details below. Please note that questions can only be submitted via the online web conference:

In Q2 economic data rebounded strongly in the US, whilst geopolitical concerns remain at the forefront, most noticeably in Ukraine. With inflation remaining subdued attention is on the future actions of the Central Banks as the US and UK prepare to exit QE.

We continue to believe in the importance of well diversified investment portfolios, indeed the Fusion range offers access to a wide range of investment opportunities across the risk/reward spectrum, building truly diversified strategies that are best positioned to take advantage of current market conditions.

Join Tony Lanning, manager of the JPM Fusion Fund range, as he discusses current market conditions and the performance of the funds. Tony will also share his views on where he expects to find future investment opportunities and how these are likely to affect the Fusion Fund range.

If you prefer to listen to over the phone please use the appropriate dial in details below. Please note that questions can only be submitted via the online web conference.
Password: 35203
+44 (0)20 3003 2666
0808 109 0700 (UK Toll free)

Join JPM US Equity Income Fund manager, Clare Hart, and client portfolio manager, Lee Spelman, as they discuss how the fund’s focus on high quality companies with sustainable dividend yields can provide an ideal way for your clients to share in the attractive long-term returns from the US stock market.

If you prefer to listen to over the phone please use the appropriate dial in details below. Please note that questions can only be submitted via the online web conference.
Password: 34454
+44 (0)20 3003 2666
0808 109 0700 (UK Toll free)

Held immediately after quarter-end, Stephanie explores the key trends and themes that have been shaping global markets, and outlines the conversations you need to be having with clients in the months ahead.

If you prefer to listen to over the phone please use the appropriate dial in details below. Please note that questions can only be submitted via the online web conference.

Password: 34452
+44 (0)20 3003 2666
0808 109 0700 (UK Toll free)

This call will qualify you for 45 minutes of Structured CPD, accredited by the Chartered Insurance Institute (CII).

As increasing numbers of investors look to Emerging Markets to diversify their income source, or as a less volatile exposure to EM, hear Portfolio Manager, Omar Negyal discuss the JPM Emerging Markets Income Fund.

This fund can provide access to high yielding stocks across a wide range of emerging market companies, markets and sectors, allowing your clients access to a powerful combination of income and growth.

The call will offer insight into the current market environment, how we are currently positioned and stock level changes in the fund.

If you prefer to listen to over the phone please use the appropriate dial in details below. Please note that questions can only be submitted via the online web conference.

Sentiment and appetite in Emerging Markets equities is starting to improve. There has been a wealth of good news around emerging markets in recent months, including the Chinese economy showing improving growth and the election of market-friendly leaders in both India and Indonesia.

As we look for an improvement in earnings, and for EM to ‘recouple’ with their developed counterparts, hear Portfolio Manager Leon Eidelman discuss the environment in 2014, our portfolio positioning and changes and why this asset class continues to be one that long-term investors shouldn’t ignore.

If you prefer to listen to over the phone please use the appropriate dial in details below. Please note that questions can only be submitted via the online web conference.